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When constructing or evaluating a domestic equity portfolio, Index Fund Advisors has traditionally utilized the three-factor asset pricing model that Professors Eugene Fama and Ken French introduced1 in 1993. This model states that the expected return of a broadly ...Read More

Over the last several years, index funds have received increased attention from investors and the financial media. Some have even made claims that the increased usage of index funds may be distorting market prices. For many, this argument hinges on the premise that indexing ...Read More

A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does a similar search for “Dow drops 500 points.” These types of headlines may make little sense to some investors, given that a ...Read More

Warren Buffett may be the most famous advocate of low-cost index funds, but his sidekick Charlie Munger has been just as insistent over the years that, for most people, indexing is the best way to ...Read More

How big of a difference can an objective set of professional eyes add to an investor's overall financial success outside of managing a portfolio? A new study takes a look at just that question. Instead of considering hypotheticals, however, this report goes directly to the ...Read More

At the end of each quarter, investors can see dividend and/or capital gain distributions from their mutual funds. The mechanics may seem confusing, so we want to take the opportunity to review the ...Read More

It's almost Election Day in the US once again. For those who need a brief civics refresher, every two years the full US House of Representatives and one-third of the Senate are up for reelection. While the outcomes of the elections are uncertain, one thing we can count on ...Read More

"Sellers were out in force on the market today after negative news on the economy." It's a common line in TV finance reports. But have you ever wondered who is buying if so many people are ...Read More

As part of IFA's ongoing series breaking down how active managers at major fund complexes are actually doing compared to their indexes, we've put through our microscope Principal Financial ...Read More

Investors continue to sue their corporate 401(k) and 403(b) retirement plans. The latest, involving Principal Financial Group, is a reminder of how closely passive investing and fiduciary advice need to go ...Read More

The power of portfolio diversification showed in the initial three months of 2018. While blue chip U.S. stocks took a step back, IFA's indexes tracking emerging markets surged ahead in the first ...Read More

The data provided in all charts referring to IFA Index Portfolios is hypothetical backtested performance and is not actual client performance. Only data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. All other data, including the IFA Indexes, does not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.